Testimonials

What do our clients say about us?

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Working with Plan Works has been a transformation for my business. The quality of the advice has improved because he challenges me to be better and picks up stuff I might have missed, the quality of the reports has improved and my last file checks all passed first time. I also have more time to focus on other tasks in my business and to spend with my family.
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Darren Cooke FPFS MCSI B Com
Red Circle Financial Planning
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To sum up my experience of working with Plan Works, I would say they add value every step of the way. As Head of the Paraplanning Team and with 16 years’ experience as an adviser and Paraplanner for a range of firms, I know when I find a company who brings intelligence, flair and high standards to the profession.

Plan Works is a pleasure to work with at all times and if I could transport them from the South of England to Glasgow and install them in our office, I would! I especially appreciate the way they have picked up our fairly bespoke way of doing things – the way they write reports, invest client monies and manage them on platform.

They understand and have adapted to our way of doing things in no time at all but still consistently add value by suggesting their own ideas, dazzling me with their IT skills and the creative way they put them to good effect.
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Rebecca Kowalski
Cornerstone Asset Management
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Excellent work in terms of client communication. Although the report is lengthy, the salient parts are largely at the front and the baggage is actually meaningful and interesting. The report also respects the client, but still gives explanations that are clear and in plain language.
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Karen Malin
www.thegiconsultant.com

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